American Express Statements for Debt Management
Preparing American Express bank statements for debt management? Debt management advisors and IVA supervisors need detailed analysis of a debtor's bank statements to assess income, essential spending, and disposable income.
Convert American Express Statements Instantly
BankScan AI converts your American Express statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary automatically. Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
About American Express Statement Format
American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories.
Getting Your American Express Statement for Debt Management
In Amex Online, go to 'Statements & Activity', select the statement period, and download as PDF. For CSV exports, use 'Download your statement data' and choose the date range. The Amex app also offers statement downloads. Download 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal of statements.
How It Works
Upload your American Express statement
Drop your American Express UK statement PDF. Supports PDF. Need 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal? Upload them all.
AI extracts every transaction
Our AI handles American Express's DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary — extracting Net income from all sources, essential living costs (housing.
Use for debt management
Download formatted Excel ready for debt management. Income and expenditure categorised according to the Standard Financial Statement (SFS) format used across the UK debt advice sector
American Express + Debt Management Features
- American Express optimised — Handles DD MMM YY dates and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary
- Built for debt management — Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
- Period coverage — Convert 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal of American Express statements in minutes
Convert American Express for Debt Management — Fast
IVA proposals must be sent to creditors within 14 days of the nominee's report; debt management plans need quick setup to stop creditor action and interest accrual
Convert American Express Statement Free